Robert Monahan (CRD# 1997136) is an Investment Advisor Representative working at Elevation Wealth Partners LLC in West Palm Beach, FL and has over 34 years of experience in the finance industry. Robert Monahan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6480437
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Elevation Wealth Partners LLC | Singer Island, FL | May 2023 - Current | < 1 |
Purshe Kaplan Sterling Investments, Inc. | Albany, NY | May 2023 - Current | < 1 |
Bank Of America, N.a. | Melville, NY | May 2014 - May 2023 | 9 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville, NY | Mar 2014 - May 2023 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1989 |
S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- NY
- TX
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Total Assets Under Management161MILLIONS
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Total Number of Accounts221ACCOUNTS
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Average Account Value$727,828
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NY, TX
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